Warehouse and Logistics

Warehouse and Logistics#

Number of delivery note copies#

In Microsoft Dynamics Business Central™ Standard, a fixed number of invoice copies can be stored for a customer. This means that the number of invoices specified there is printed with each invoice posting.

Similarly, a fixed number of delivery note copies can be stored for a customer in KUMAVISION base (BOOSTER). This allows the wholesaler to respond to the wishes of his customers or to store the number of delivery note copies required by the forwarding agent for foreign customers. This number of copies is printed automatically when the delivery bill is posted.

To store the fixed number of delivery note copies, first call up the desired customer card.

On the "General" info tab, you can then specify the number of delivery note copies in the "Number of delivery note copies" field.

Item statistics for inventory turnover#

In Microsoft Dynamics Business Central™ Standard, article statistics can be called up from the article card. However, only currency values such as sales, contribution margin, etc. can be displayed in the standard. The display of quantities was missing.

Therefore, the item "Inventory turnover" can now also be called up in the call "Article statistics" in the row view.

As rows, the quantities of item items (not value items) are cumulated according to the filters entered.

Presented are:

• Receipts (quantity) - item items with item type Receipt
• Purchases (quantity) - item items with item type purchase
• Actual message (quantity) - item item with item type output
• Assembly actual report (quantity) - article item with item type assembly output
• Total positive movements (quantity)
• Sale (quantity) - item item with item type sale
• Consumption (quantity) - item item with item type
• Consumption for assembly (quantity) - article item with item type Consumption for assembly
• Total negative movements (quantity)
• Stock transfer (quantity) - Purchasing (quantity) - Article item with item type stock transfer

All quantities except for stock transfers are shown as positive.

When you drill down, the item items of the corresponding item type are displayed.  

Article references in goods receipt#

When retrieving origin document lines in the goods receipt, the reference numbers from the document lines are also displayed in the window in addition to the article number. This also allows filtering on the supplier article number when creating goods receipt documents.

Negative stock control per storage location#

In Microsoft Dynamics Business Central™, the prevention of negative stock can be set for all storage locations. In the company, however, it is necessary to enable individual storage locations for posting to negative stock.

In the storage location, it is possible to set how negative bookings are to be handled for this storage location, in deviation from the standard setting in the warehouse setup.

To do this, call up the "Storage locations" via the user search. On the respective storage location card, you can set this up in the "General" info tab in the "Prevent negative stock" field.

If Prevent negative stock = No is set up in the storage facility, the field with the same name in the storage location has the option

• Standard (No)
• No
• Yes

Conversely, if Prevent negative stock = Yes is set up in the storage facility, the field of the same name in the storage location has the option

• Standard (Yes)
• No
• Yes

The basic setting at the respective storage location always corresponds to the standard option and can then be set differently.

When posting stock issues, the system always checks in the following sequence:

• Setting on the article
• Setting at the storage location
• Setting in the warehouse facility and then the booking is performed or prevented, depending on the setting.

Batch certificate management#

With the batch certificate management you have the possibility to store associated certificates for batches and hand them out to your customer if required.  

Establishment#

Advanced production facility#

In the extended production setup, the number series for the certificate documents is stored first. To do this, first call up the "Extended production setup" via the user search.

In the field "Batch certificate number" the number series for the certificate documents is stored. If no number series has been defined in advance, you can define it via "Select from complete list" and then assign it to the "Batch certificate number" field.

Debit card#

If a customer is also to receive the batch certificates when the delivery bills are printed out, this must first be set up on the corresponding customer card.

To do this, call up the desired customer card. On the "General" information tab, you have the option of activating the switch in the "Print batch certificates" field.

Manage batches#

To manage the batch certificates, call up the "Batch certificates" via the user search.

The batch certificate overview opens where you can view the batch certificates already entered or create a new batch certificate via "New".

To create a new batch certificate, the "No." field is automatically assigned based on the number series set up. Alternatively, manual assignment is possible.

The "Description" and "Certificate No." fields can be filled manually with the information of the certificate. All other fields on the "General" info tab are automatically filled by the system after the certificate is imported.

Then run the "Import" function in the ribbon to make the selection of the certificate image file.

You can then use the functions "Get batches from purchasing delivery", "Get batches from batch no. information" and "Get batches from article items" to assign the certificate to the batch.

Furthermore, the following functionalities are available in the menu ribbon:

Batch No. Information Card#

The batch certificate no. for which the batch was assigned is displayed on the batch no. information card via the "Batch certificate no." field. The batch certificate card can be called up directly via the batch certificate number.

Automatic postings for stock transfer orders#

If the checkbox "Transfer order issue automatically posts inbound" is activated for a storage location, an inbound posting for a transfer order is automatically posted as soon as the outbound transfer order has been posted at the transfer storage location.

This makes sense especially if there is no personnel at the destination storage location who can confirm the information of the goods by an inbound posting.

To make this setup, first call up the desired storage location. Then activate the checkbox "Transfer order output bay automatic input" and confirm your setup with "OK".

Get origin document lines#

In Microsoft Dynamics Business Central™ Standard Logistics Documents:

• Warehouse putaway,
• Warehouse picking,
• Goods receipt,
• goods issue

the pending documents can be retrieved by function call "Get origin document" into the documents. All lines still to be delivered are transferred to the logistics document. Lines that are not required must now be deleted manually.

The function "Get origin document lines" has been extended in KUMAVISION base (BOOSTER) to the view on the document lines. The voucher lines are grouped by voucher and voucher line and can be sorted by article number, etc. in the overview. Individual item lines can be selected. As a result, the selected lines are then transferred to the logistics document.

This function has been implemented in the following logistics documents:

• Goods Receipt,
• warehouse putaway,
• goods issue and
• warehouse picking